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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,729 | $227,597-94.0% | $189,575-92.8% | $167,536-91.8% |
| Participation rate | 53.8% | 82.5%-28.7pp | 78.4%-24.6pp | 82.1%-28.3pp |
| Annual return | 24.87% | 78.44%-53.6pp | 64.19%-39.3pp | 478.82%-453.9pp |
| Employer contribution / active EE | $1,186 | $5,316-77.7% | $4,412-73.1% | $4,839-75.5% |
| Participant deferral / active EE | $2,046 | $7,002-70.8% | $6,174-66.9% | $6,342-67.7% |
| Admin fee / account holder | $8 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |